Orion Portfolio Solutions, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$27,785,844
-13.6%
182,958
-11.0%
0.34%
-1.8%
Q2 2023$32,159,341
+10.7%
205,544
+1.3%
0.34%
-4.5%
Q1 2023$29,042,808
+4111.8%
202,898
+3795.9%
0.36%
+1391.7%
Q4 2022$689,560
+135.3%
5,208
+121.6%
0.02%
+100.0%
Q3 2022$293,000
-7.0%
2,350
-1.6%
0.01%
-7.7%
Q2 2022$315,000
-50.7%
2,387
-40.6%
0.01%
-40.9%
Q1 2022$639,000
+30.9%
4,019
+38.5%
0.02%
+37.5%
Q4 2021$488,000
+8.9%
2,901
-1.3%
0.02%0.0%
Q3 2021$448,000
+34.5%
2,939
+34.5%
0.02%
+23.1%
Q2 2021$333,000
+8.5%
2,185
-0.2%
0.01%0.0%
Q1 2021$307,0002,1900.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders